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Development lifecycle

Salesforce Naming Conventions – Declarative

Updated – 2014-11-18 This post follows on from my last post on Custom Settings and provides coverage of the wider set of naming conventions I apply across the various component types of the declarative build environment. The list isn’t exhaustive or necessarily better than any other set of standards. Having a set of conventions applied […]

Salesforce Implementation Game Plan

Whether you’re managing a commercial software development, leading a consultancy project or building an IKEA table a game plan is absolutely key to successful delivery. In the latter example IKEA recognises the importance of prescriptive guidance and supplies an instruction leaflet in the box. This however covers only one dimension of successful delivery, the ‘What’ […]

Integration Architecture Patterns

As an architect I’m generally obsessive about three things; patterns, principles and practices. I could probably add to this list but I also prefer to keep things simple. This post is concerned with the first P, Patterns – in the integration architecture context. At what level should they be defined and applied? I tend to […]

Salesforce Platform Limits – Designing for Scale

A Salesforce instance is a constrained environment where limits exist in respect to capacity and execution. Examples of capacity limits being data storage, number of active users, number of custom objects/custom fields/picklists etc. examples of execution limits being API calls per 24-hour period, SOQL queries executed within an Apex transaction, Viewstate size in Visualforce pages […]

Salesforce Certified Architect – Value Proposition

A real challenge for all Salesforce Architects is keeping up-to-date on the constantly evolving native platform capabilities and customisation/extension points. It’s a truism that nothing stands still, this is especially true in the Salesforce world, with 3 releases a year, frequent off-cycle incremental feature enhancements, acquisitions etc. etc.. This constant evolution is of course great […]

Any-org Design Considerations

The concept of any-org development is an interesting one. The strict definition, to my mind, being the development of a set of components (perhaps packaged) that are designed and coded specifically to install and function in any Salesforce org. This is typically an ISV concern, where testing and maintaining a single-code base can be highly […]

Salesforce Source Control and Release Process

This post outlines my preferred approach to managing parallel developments on the Salesforce platform in what I refer to as the Converged Programme Model. I readily acknowledge that there’s a multitude of ways to accomplish this each with it’s own subjective merits. Before adopting a parallel work-stream model take the time to understand the technical […]

Salesforce Summer 13 – Metadata Deployment

Quick post highlighting some Summer ’13 goodness for metadata deployment. 1. Abort a running deployment – This is a massive improvement enabling failed or inadvertent deployments to be cancelled whilst in progress. Anyone working on large deployments will bear witness how frustrating it can be to watch a 30 minute deployment run to completion with […]

External Id Deployment Error

On occasion when deploying components between orgs you may encounter a database-level category of deployment error, bubbling up from the underlying Oracle RDBMS with limited information to support any diagnostic process. The example below is one such case I’ve seen in practice recently. Most concerning about this type of error is that the deployment appears […]

Salesforce Exception Reports

I think it’s fair to say that consideration of reporting and analytics is not traditionally a technical architect’s direct concern. In the Salesforce context I always challenge this presumption and promote the idea that a project architect should absolutely be looking at the high-level analytical requirements during the foundation stage of the project. Why you […]